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Advisory Solutions Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advisory Solutions Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Buy
10,848
+1,329
+14% +$134K 0.23% 101
2026
Q2 		$972K Buy
+9,519
New +$982K 0.33% 70

Other funds holding STIP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advisory Solutions Group's STIP Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q3 2026, buying an estimated $134K and bringing the position to 10,848 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #101.

Advisory Solutions Group first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Advisory Solutions Group held 10,848 shares of iShares 0-5 Year TIPS Bond ETF worth $1.08M as of Q3 2026.
  • Advisory Solutions Group bought 1,329 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $134K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.23% of Advisory Solutions Group's portfolio in Q3 2026, its #101 holding.
  • Advisory Solutions Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.